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Vid 51: Newsletter Basics

Although there are many forms of digital marketing for financial advisors, many financial advisors can and will continue to have a great deal of success with their newsletters. In this video you will learn how to create an awesome financial advisor newsletter. It is a combination of structuring the newsletter right as well as organizing […]

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Vid 50: Sourcing safe and legal images and music

It’s not okay to just snag images off of Google and hope for the best. In this video you will learn how to properly cite images and music so that you don’t violate anyone else’s intellectual property rights. This is really important as the fees can be very high if you were to do so. […]

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Vid 47: Tips for Creating Your List of 20

The List of 20 is the foundation for all that you do in your LinkedIn prospecting. Ideally you should start with the people with whom there is some foundation of trust and familiarity. • You may have people in your existing connection base that perhaps you haven’t begun the dialogue with yet. Those people would […]

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Vid 48: Snippet Fiesta

Here is a technique that you can use when you want to maximize the reach of audio and video file that you are posting on social media. The key understand to have is that these algorithms tend to like natively posted content better than content that is a link. So if you have a video […]

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Vid 46: Humble and Gentle Messages

These are examples of messages that you should send to someone you don’t know when you first connect with the person. The tone is humble and gentle which is quite different from how 99% of people act on social media so it will get you very far.It could be used in the case of a […]

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Vid 45: So you got the meeting…now what?

What do you say when you actually get a meeting with someone you meet through LinkedIn or Facebook? The big mistake many advisors make when they get a meeting online is that they assume you act the same with an online lead than you would act if it were someone you met in person at […]

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Vid 44: Emoji It Up!

As you know, I’m a bigger fan of images than words to convey your point. Try using an Emoji in your messenger communications as well as in your postings. A few words of advice would be:The more informal emojis such as hearts, etc. should be used cautiously as it may be misinterpreted by the recipient. […]

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Vid 42: Messaging Basics

Not everyone is going to respond to someone they meet on social media (and especially if you are a financial advisor!), but there are certain things you can do to increase the likelihood of getting a response. In our membership I have included several examples of messages you can use. Aside from taking advantage of […]

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